Automation Rules

Automatically classify leads and focus on the ones that matter most

With just a few simple steps, our automation rules can automatically assign tags, conversions and call values based on the criteria you specify.

Elevate performance with automatic tagging.

Tired of manually tagging or even assigning a value to your incoming calls? Our automation rules can help you take the hassle and manual labor out of that so you can focus on driving more leads. With just a few simple steps, our automation rules can automatically assign tags, conversions and call values based on the criteria you specify.

Create tags based on the rule you define.

For example, you can set up a rule to automatically tag all calls from a certain area code as coming from a specific marketing campaign. This way, you’ll have a clear understanding of which campaigns are producing the best results, and where to invest your resources in the future.

Filter and segment your call data by these tags, making it simple to analyze the performance of different marketing campaigns or customer service initiatives.

Focus on the important tasks.

Automation Rules allow you to easily classify your leads automatically. You set which types of leads you want to focus on, and Nimbata will tag, and / or assign a value to the ones that meet your criteria.

Tracking Number – set to classify calls from specific lead gen numbers
Destination – set to classify calls from specific lead gen numbers
Call Duration – set to classify calls of a specific duration (more than, less than or between)
Talk Duration – set to classify calls of a specific talk duration (more than, less than or between)
Time – choose to classify calls during a specific time frame
Call Outcome – choose to classify calls based on their outcome (answered / not-answered)
List itChannel – choose to classify calls based on the marketing channel that drove themm
Calling Country – set to classify calls based on caller’s country
Device Type – set to classify calls based on visitor’s device (desktop / mobile / tablet)
1st Time Callers – set to classify calls for new callers or repeat callers
Digits Pressed – set to classify calls if a specific digit is pressed

Perfect fit with Integration Triggers.

Supercharge your lead management process by using automation rules with your integration triggers. By setting up these rules, you can automatically enrich your CRM data with important information from calls that have been tagged and qualified. This can include details such as the caller’s phone number, landing page they visited and whether or not they converted.

Use this data to better understand your leads and make more informed decisions about how to nurture and convert them into customers. Or, to enhance bidding on your ad spend

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